All added data sets can have a default state when a new session is opened, i.e. preselected dimensions and measures. Even the table column widths are saved in the state and as of version 3.4.0 the first column width of the Vizlib Pivot Table is also saved. It is recommended to always set a default state so the user does not have to start with an empty table. To create a new default state for a dataset go in to edit mode. Select your measures/dimensions you want to set in you default state and click "Save default state". After you added a default state you can always show your current default state by clicking on the button "show default state". To change your default state, just make your new selections and click "Save default state" again.
If a visualization is not installed in your environment it will appear grayed out and not possible to select. (As the Vizlib Heatmap in the image below.
Any deselected or not installed extensions will not be visible to the users and also not included in the automatic chart selection.
Save/Show Default State
Within a session, all selections between the data sets will be saved, i.e. the default state will not be followed once the session is started. This makes it possible to easily change between data sets without losing the last state.
Presets are accessible from the drop down of data set.
To create a preset select your dimensions/measures and go in to edit mode. Click on "presets" and click on "Add Preset". To change a preset, change your selections and click "Save preset". You can always show a current preset by clicking "show preset"
For the end user is possible to create personalized bookmarks. With bookmarks you can save a state and go back to that state using the standard Qlik Sense bookmark list.
How to use bookmarks
- Enable bookmarks in Custom Report Object (enabled is default)
- Use the bookmark creator How to create a bookmark.
- Access the bookmarks
Groups for dimensions and measures are included in the Custom Report and as of version 3.5.0 whether groups are expanded or collapsed is stored defaults, presets and bookmarks.
Technical note! To support bookmarks using the Qlik Sense standard functionality, the extension creates and use variables starting with "ClimberCustomReport". These variables values are stored in the selection state and therefore in bookmarks. This is not the default behaviour of variables created in the Qlik Sense client. If you accidently delete the variable, entering Edit mode will recreate it if the app is not published. Variables are not automatically deleted. In the Custom Report the state is stored even if Use Bookmarks is not enabled, but only applied if enabled.
Note when adding the Custom Report as a Master Item! If the Custom Report is used as a master item it is necessary to disable Use Bookmarks and then enable the feature again after it's been added to the master library. This is due to the Custom Report getting a new Id in Qlik Sense and a new variable needs to be created.